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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
HTC
351
Haverford Trust Company
Pennsylvania
$815K +$223K +4,428 +34%
KM
352
Kalos Management
Georgia
$805K +$33K +654 +4%
1SB
353
1ST Source Bank
Indiana
$791K -$6.66K -132 -0.8%
WWM
354
Windsor Wealth Management
Indiana
$788K -$5.04K -100 -0.6%
OCM
355
One Capital Management
California
$788K -$2.27K -45 -0.3%
S
356
SignatureFD
Georgia
$787K -$1.44M -28,642 -63%
SHWM
357
Smith & Howard Wealth Management
Georgia
$787K +$854K +16,930 New
MCM
358
Manchester Capital Management
Vermont
$786K -$545K -10,795 -74%
LGWM
359
Litman Gregory Wealth Management
California
$785K +$196K +3,880 +30%
MPW
360
MA Private Wealth
California
$784K +$850K +16,857 New
BB
361
Busey Bank
Illinois
$781K – – –
HCIA
362
Hochman Cole Investment Advisors
Illinois
$778K – – –
WPC
363
White Pine Capital
Minnesota
$772K -$4.04K -80 -0.5%
PL
364
Parthenon LLC
Kentucky
$764K – – –
OAM
365
Occidental Asset Management
California
$754K – – –
AFNAS
366
American Financial Network Advisory Services
California
$751K -$75.5K -1,496 -8%
OFG
367
Oxford Financial Group
Indiana
$749K – – –
CFGS
368
Concourse Financial Group Securities
Alabama
$748K +$146K +2,904 +22%
FWP
369
FAS Wealth Partners
Kansas
$734K +$159K +3,149 +25%
TF
370
TimeScale Financial
Massachusetts
$733K +$796K +15,781 New
VA
371
Valmark Advisers
Ohio
$731K -$7.67K -152 -1%
VFA
372
Valeo Financial Advisors
Indiana
$730K -$2.37M -47,071 -75%
CFB
373
Cullen/Frost Bankers
Texas
$723K -$17.2K -340 -2%
NEGWA
374
New England Guild Wealth Advisors
Connecticut
$717K -$28.2K -560 -4%
OWA
375
One Wealth Advisors
California
$715K +$776K +15,383 New
13 14
15
16 17